CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.2M
3
+$9.78M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$7.92M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.71M

Top Sells

1
+$16.3M
2
+$11.5M
3
+$9.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.4M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.96M

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 1.97%
3 Financials 1.68%
4 Healthcare 1.56%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$287K 0.05%
5,118
252
$286K 0.05%
+17,926
253
$285K 0.05%
3,506
+29
254
$283K 0.05%
579
+32
255
$282K 0.05%
10,705
-992
256
$278K 0.05%
533
+79
257
$278K 0.05%
53,100
258
$278K 0.05%
3,801
-984
259
$277K 0.05%
6,103
+700
260
$276K 0.05%
2,904
-44
261
$274K 0.05%
+14,574
262
$269K 0.05%
+3,625
263
$267K 0.05%
+1,760
264
$266K 0.05%
6,403
-142
265
$266K 0.05%
3,979
-284
266
$264K 0.05%
14,289
-2,215
267
$262K 0.05%
7,669
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268
$260K 0.05%
6,885
-200
269
$260K 0.05%
+2,710
270
$258K 0.04%
+5,850
271
$253K 0.04%
5,585
+277
272
$252K 0.04%
6,536
+103
273
$245K 0.04%
2,474
-742
274
$240K 0.04%
2,460
+126
275
$240K 0.04%
7,120
-1,199
9 10
11
12 13